VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,912 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 1,435 increasing their positions, 881 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,912
Holders Change
+100
Holders Change %
+3.56%
% of All Funds
42.12%
Holding in Top 10
673
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.66%
% of All Funds
9.73%
New
211
Increased
1,435
Reduced
881
Closed
75
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.52B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.27B
3
Morgan Stanley
Morgan Stanley
New York
+$1.12B
4
ECM
Element Capital Management
New York
+$954M
5
IL
Investure LLC
Virginia
+$560M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$3.82B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.34B
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$724M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$647M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
626
First National Trust
Pennsylvania
$19.2M +$894K +1,694 +5%
TF
627
Tompkins Financial
New York
$19.2M +$5.37M +10,168 +39%
KSWA
628
Kathleen S. Wright Associates
Pennsylvania
$19.1M +$2.33M +4,417 +14%
PA
629
Parallel Advisors
California
$19.1M +$2.47M +4,675 +15%
CWG
630
Cornerstone Wealth Group
North Carolina
$19M -$190K -360 -1%
AF
631
Apexium Financial
Texas
$19M +$484K +916 +3%
LFP
632
Lakeshore Financial Planning
Michigan
$19M +$1.27M +2,416 +7%
BWIA
633
Bryant Woods Investment Advisors
New York
$18.9M +$5.42M +10,267 +40%
SIG
634
Stonegate Investment Group
Alabama
$18.8M +$150K +285 +0.8%
HAC
635
Harbor Advisory Corp
New Hampshire
$18.8M -$631K -1,195 -3%
WB
636
WesBanco Bank
West Virginia
$18.8M +$141K +268 +0.8%
OPAM
637
Ocean Park Asset Management
California
$18.8M +$360K +683 +2%
QWP
638
Quotient Wealth Partners
Texas
$18.7M -$1.32M -2,497 -7%
SIA
639
Spectrum Investment Advisors
Wisconsin
$18.6M -$396K -750 -2%
VP
640
Verum Partners
North Carolina
$18.6M +$2.41M +4,563 +15%
PCMC
641
Private Capital Management (Colorado)
Colorado
$18.6M -$7.8M -14,786 -30%
EAM
642
Evanson Asset Management
California
$18.5M +$1.47M +2,785 +9%
MFGP
643
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.5M +$651K +1,233 +4%
PB
644
Pinnacle Bancorp
Nebraska
$18.5M -$146K -277 -0.8%
EL
645
EQ LLC
Washington
$18.4M +$2.1M +3,975 +13%
FMII
646
Farmers & Merchants Investments Inc
Nebraska
$18.3M +$23.7K +45 +0.1%
TA
647
TruWealth Advisors
Louisiana
$18.2M +$383K +725 +2%
FVIM
648
Fort Vancouver Investment Management
Washington
$18.1M +$55.9K +106 +0.3%
SWM
649
Spire Wealth Management
Virginia
$18.1M +$3.09M +5,861 +21%
ATC
650
Argent Trust Co
Tennessee
$18.1M +$259K +490 +1%
24 25
26
27 28